Jeff Benjamin

Jeff Benjamin is a senior columnist who primarily writes about investments and practice management as they relate to the wealth management industry. In addition to news and opinion writing, Jeff also does regular video interviews and is the co-host of The InvestmentNews Podcast, a weekly show that takes listeners behind the scenes of our coverage. He joined InvestmentNews in 2000. Prior to InvestmentNews, Jeff’s career included working as an analyst at Cerulli Associates, and as a reporter for Dow Jones Newswires. Jeff is based in North Carolina and when he isn’t working, he can usually be found playing golf or fishing. Jeff is a former Marine and has a bachelor’s degree in journalism from Central Michigan University.

Jeff Benjamin
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RIAs stick with summer interns, but from a safe distance
NEWS RIAS APR 14, 2020
RIAs stick with summer interns, but from a safe distance

Skills that firms are looking for in interns include working remotely and helping with online support

Creative Planning's Mallouk challenges industry to protect employees
NEWS RIAS APR 13, 2020
Creative Planning's Mallouk challenges industry to protect employees

The RIA pledges no layoffs or pay cuts resulting from economic fallout from COVID-19

RIA consolidation drags during COVID-19
NEWS RIAS APR 13, 2020
RIA consolidation drags during COVID-19

Merger and acquisition activity slowed from the record-level pace of the past several years

Fed's rescue efforts leave advisers hopeful — and confused
NEWS RIAS APR 10, 2020
Fed's rescue efforts leave advisers hopeful — and confused

The second government stimulus package comes as advisers are still trying to navigate the historic Cares Act

LPL hits the brakes on less-liquid investments
INVESTING ALTERNATIVES APR 09, 2020
LPL hits the brakes on less-liquid investments

The IBD is taking real estate off the shelf until the dust settles from the COVID-19 economic fallout

How advisers around the world are navigating the pandemic
NEWS INDUSTRY NEWS APR 08, 2020
How advisers around the world are navigating the pandemic

The views from Hong Kong and Italy can shed light on strategies in the U.S.

American Century puts nontransparent ETFs on the map
INVESTING MUTUAL FUNDS APR 02, 2020
American Century puts nontransparent ETFs on the map

The asset manager launches the first two such funds; says it expects the active strategies to shine amid the crisis

Financial planning evolves beyond investments in a COVID-19 world
NEWS RIAS APR 01, 2020
Financial planning evolves beyond investments in a COVID-19 world

From working remotely to minding mental wellness, advisers adapt to the new normal

10 updated 2020 predictions from Bob Doll
NEWS INDUSTRY NEWS APR 01, 2020
10 updated 2020 predictions from Bob Doll

Nuveen’s chief equity strategist Bob Doll has revised his closely watched list of forecasts in response to the pandemic.

Advisers needed as Congress paves the way for selling low
RETIREMENT RETIREMENT PLANNING MAR 31, 2020
Advisers needed as Congress paves the way for selling low

Unless clients are in dire circumstances, tapping retirement assets now is a losing strategy